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Individuals

FINANCIAL PLANNING

At Gate City Advisors, our professionals provide financial planning services to help you meet important life goals, such as buying a home, saving for your child's education or planning for retirement.

Focused financial planning can give direction and meaning to your financial decisions so you can see how they can affect other areas of your life. For example, buying a particular investment product might help you pay off your mortgage faster, but may delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

There are six key areas of a financial plan:

  • Cash Management
  • Investment Management
  • Risk Management
  • Retirement Planning
  • Tax Planning
  • Estate Conservation

RETIREMENT PLANNING

Gate City Advisors assist clients by preparing them for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. A holistic approach to retirement planning considers all of these areas.

INCOME PLANNING

An income plan can be thought of as a budget for a retirement income. Rather than reaching retirement and spending your nest egg by making random withdrawals of varying amounts, a monthly income plan can ensure you receive a stable amount of funds each month to spend, which limits the risk of over-spending. At Gate City Advisors we create and design a monthly income plan that suits your needs.

INSURANCE

Gate City Advisors is able to provide guidance on all versions of life, Long-term care, fixed and variable annuity contracts. We represent all major insurance providers.

INVESTMENTS


CLIENT WEALTH PORTAL

Alternative Investments*

  • Real Estate Investment Trusts
  • Master Limited Partnerships  

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. 

Call us for more information.